HelmStation runs your practice — under your own brand
HelmStation gives accounting and bookkeeping firms one place to manage every client — AI-assisted categorization, reconciliation, and a guided monthly close across all your engagements. The firm account is free, clients see your brand, and your wholesale discount grows as your roster does.
Clients
128
Your margin / mo
$4,820
Closes on track
96%
Manage every client from one login
One dashboard lists your whole book of business, sorted by what needs attention — pending transactions, open questions, documents to review, and where each close stands. Jump into any client's books with a click.
Let AI do the busywork
Across every client, transactions are categorized with confidence scores, anomalies are flagged nightly, bank feeds auto-clear, and the monthly close runs on rails. Your team reviews exceptions — not hundreds of obvious entries.
Your brand, your margin
Clients see your logo and your subdomain, not ours. Put them on wholesale billing at a discount that grows with your roster, set your own price, and keep the difference.
What sets HelmStation apart
The wholesale model you know from the big accounting platforms — rebuilt so the client relationship, and the margin, stay yours.
A client portal under your brand
Invite clients to a co-branded onboarding page carrying your logo and accent color. They land in a workspace that looks like your firm — not a reseller's badge on someone else's software.
Your own firm subdomain
Reserve yourfirm.ledgerhelm.com so clients see your brand before they even log in. Hand them one link that's unmistakably yours.
Wholesale that rewards growth
Start at 30% off retail and climb to 45% as your roster grows — automatically. Your existing clients stay at the rate you booked them at; only the discount on new ones improves.
Set your price, keep your margin
Put each client on firm billing at wholesale, set your own client-facing price, and pocket the spread. A per-client margin view shows exactly what you make on every engagement.
Wholesale pricing that grows with you
Every firm starts at 30% off retail. As your book of business grows, your discount climbs automatically — and your existing clients keep the rate you booked them at.
Discount off the retail plan price, plus 15% off payroll and contractor add-ons. You set your own client-facing price and keep the difference.
Everything you need to run a modern practice
Practice dashboard
Every client ranked by attention needed — open items, documents to review, uncategorized transactions, close stage — plus your firm's monthly billing at a glance.
Full read/write access
Categorize, reconcile, invoice, run the monthly close, and produce reports — exactly like an in-house bookkeeper. No view-only limitations.
AI-assisted bookkeeping
Auto-categorization that learns your rules, nightly anomaly detection, receipt and document matching, and recurring-transaction detection — applied consistently across your roster.
Live bank feeds & reconciliation
Connect bank accounts for an automatic transaction feed (or upload statements), with auto-clearing and a tie-out worksheet so every account reconciles fast.
Reports & insights
P&L, balance sheet, cash flow, AR/AP aging and comparative reports — scheduled or on demand — so you can hand clients numbers that mean something.
Projects & job costing
Track income, materials and labour per project so your clients (and you) can see the margin on every job, not just the bottom line.
Secure client collaboration
Message clients, request documents, and resolve open questions in one place — no email threads, no lost attachments, everything on the client's file.
Invite your team
Add teammates to your firm and they can work every client you manage the moment they accept — one practice, many hands.
No vendor lock-in
Keep native books in LedgerHelm or sync with QuickBooks Online or Xero. Export anytime — no lock-in for you or your clients.
You choose who pays — per client
Your firm account is free. For each client, decide who pays — and change it whenever the engagement changes.
Put a client on your firm's plan and they're billed to your firm at your tier's wholesale discount — one consolidated monthly bill for your whole roster. Set your own client price and keep the margin.
Prefer the client to pay? They subscribe at the retail price and you simply get full access to their books. No charge to your firm.
Frequently asked questions
- How much does it cost to be an accountant on HelmStation?
- Nothing. The firm account is free — you can sign up, create your practice, add clients, invite your team, and manage everything at no cost. You only pay when you put a client on your firm's wholesale billing, and even then it's a discounted rate off the retail plan price.
- How much is the wholesale discount?
- It starts at 30% off retail and grows with your roster: 30% up to 100 clients, 35% at 101+, 40% at 501+, and 45% at 1,001+. Your existing clients keep the rate they were added at — only newly-added clients get the better rate — and there's a separate 15% off payroll and contractor add-on fees. You set your own client-facing price on top, so the margin is yours.
- Can my clients see my firm's brand instead of LedgerHelm's?
- Yes. Upload your logo and accent color and your clients' portal, invitations, and onboarding all carry your brand. Reserve your own subdomain (yourfirm.ledgerhelm.com) and clients see your brand before they even log in.
- Who pays for my clients' subscriptions?
- You choose per client. Put a client on your firm's wholesale plan and the firm is billed one consolidated monthly amount at the discount above. Or leave the client on direct billing and they pay retail themselves. You can switch a client between the two anytime.
- How do I add clients?
- Three ways: create a client's books and start working immediately, invite a client by email to a co-branded onboarding page, or connect to a client already on LedgerHelm. However the engagement starts, they land in your book of business.
- Can I manage multiple clients — and add my team?
- Yes. Your practice dashboard shows every client's status and lets you switch between their books instantly, with no limit on how many you add. Invite teammates to your firm and they can work every client you manage as soon as they accept.
- What access do I get to a client's books?
- Full read/write. You can categorize transactions, reconcile accounts, close the month, send invoices, run reports, and track projects — everything an in-house bookkeeper can do.
- Does LedgerHelm work with QuickBooks and Xero?
- Yes. Each client can sync with QuickBooks Online or Xero, or keep native books inside LedgerHelm. Either way the books are exportable and never locked in.
- Is my clients' data secure and isolated?
- Yes. Each client's data is isolated from every other tenant, data is encrypted in transit, sensitive credentials are encrypted at rest, and bank connections use a trusted processor so banking passwords are never exposed.
Bring your practice to HelmStation
Create your free firm account, add your first client, and put your bookkeeping on autopilot — under your own brand. No credit card required to start.